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A Pre-Retiree’s Year-End Tax Planning Checklist: 5 Strategic Moves
While the last few months of the year are dedicated to holiday shopping, family gatherings, and time spent with loved ones, consider making room in your schedule to check on your finances. As you prepare for retirement, these last several weeks of the year present a...
3 Required Minimum Distribution (RMD) Tax Strategies
Once retirees reach age 73 (as per the latest SECURE Act changes), they must start taking Required Minimum Distributions (RMDs) from tax-deferred accounts such as 401(k)s and traditional IRAs. Failure to comply can result in hefty penalties. Understanding and managing...
Family Legacy Planning: What You Can & Can’t Control
Legacy planning can feel overwhelming when you consider all the variables that might affect your family's future, including market ups and downs, tax law changes, family dynamics, and economic uncertainty. The key to family legacy planning is understanding which...